Waverly Advisors’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $747K | Sell |
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|
2025
Q2 | $727K | Sell |
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|
2025
Q1 | $827K | Buy |
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|
2024
Q4 | $354K | Buy |
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|
2024
Q3 | $219K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $267K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $34K | Hold |
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|
2014
Q1 | $31K | Sell |
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|
2013
Q4 | $59K | Hold |
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|
2013
Q3 | $64K | Buy |
|